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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: Randy Ellingson who wrote (14943)	3/25/1998 4:48:00 PM
From: Mang Cheng	Read Replies (1) \| Respond to of 45548

"According to First Call Inc., the consensus estimate on 3Com has fallen to 20 cents a share from 31 cents for the fourth quarter, which ends in May. The consensus estimate for the fiscal 1998 year has fallen to 71 cents a share from 96 cents, and the consensus view for fiscal 1999 has dropped to $1.50 a share from $1.84."

To: Randy Ellingson who wrote (14943)	3/25/1998 7:15:00 PM
From: Eric	Respond to of 45548

Randy I think $.20 is very possible this quarter. The channel is getting new, higher margin V.90 modems and inventory is now under control. A lot of "weak hands" left this last quarter and the stock has built a pretty good base in the low to mid 30's. IMHO I doubt that it will see the 20's. I still strongly believe that this company is better positioned than Ascend and Cascade long term. Time will tell! Still long.. Eric

To: Randy Ellingson who wrote (14943)	3/26/1998 12:39:00 AM
From: craig crawford	Read Replies (1) \| Respond to of 45548

<< I'd be interested in estimates and thoughts on those. >> I'll have to get back to you on those. It's too early for me to be worrying about COMS next quarter yet. << How do you see YHOO's position vs., say, AOL. AOL's got so many millions of paying subscribers, but not much in the way of programming or content that YHOO can't match today in html (I think the html part is a huge plus for YHOO). I wonder how YHOO will make the big bucks though, and when I start to see how (hopefully before they've experienced all their high growth years) they'll make this money, then I go long. Any help here? >> Long YHOO and short AOL. Pretty much sums up my opinion. Long more YHOO than short AOL (thankfully) and if I had to do it over again I would be long both. Next chance I get to save face, AOL is gone. IMO YHOO is just getting warmed up. Better get long!